“Taxes and bookkeeping suck the life out of me.”
- said all my clients at one time, probably.
Can I let you in on a secret? Taxes and bookkeeping don’t actually have to suck. You just need to hand them off to the right people. (Like us, we actually ENJOY preparing taxes. No really, it’s true.)
Would you agree?
Do you want to know that your taxes will be filed correctly with the most deductions and no “questionably legal” practices?
Fed up with the annual grind of reviewing bank statements and crossing your fingers & toes for a tax miracle?
Let us take the stress out of your financials for good.
Schedule a tax chat to set up a personal tax strategy right away!
Now you have a CPA with a holistic view of your financials on your team. Rest at ease knowing that you’re making the best decisions for your family and finances.
Develop a game plan- we put together the best plan for you. No surprise charges, no out-of-the-blue invoices. Just a straightforward, value-based payment system.
Free 30-minute phone call so we can get to know you and your business. (You can even send over your last tax return and get my quick opinion for FREE).
THE PROCESS
- Account reconciliation
- Financial Reports
- Tax recommendations
- Prices start at $600/ month
Want a Bookkeeping service designed to help you save the most on your taxes (legally) and help you understand everything you want to understand?
Monthly Bookkeeping Services Include:
- Tax savings over multiple years, not just a single year
- We take a holistic approach by making decisions at a high level and implementing tactics to align your financial goals with tax saving opportunities
- Broader and involves decisions about investments, business structures, and maximizing benefits
- Starting at $3,000
Tax Strategy
- Tax savings in a shorter period (typically 1-5 years)
- Tactical and day-to-day steps to ensure compliance and optimize tax savings in one tax year
- Maximize deductions and credits
- Calculating estimated tax payments and managing withholdings
- Starting at $400
Tax Planning
Then, yes. Absolutely yes. You have found the answer to your prayers.
You spend hours each week catching up on the books for your business
You’re unsure if you’re getting the maximum amount of deductions on your taxes
Can you really help ME with my finances?
If any of these sound like you:
You have questions about your taxes and finances in general, but your current accountant doesn’t explain it in a way that you can understand
Your accountant’s answers sound like some kind of code that you should understand but don’t.
You aren’t really sure if you’re leaving money on the table when you file your taxes; you just sign the dotted line, and away it goes.
— alejandro r.
"I have worked with Lauren for a few years now, and I have had a great experience with her.. She is very knowledgable and makes time to answer every single question I have."
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